Detailed research and analysis from experts
Argentina, Bolivia and Chile have long been low-cost sources of lithium supply for electric vehicles but greater ESG scrutiny means new processes must be adopted. SFA (Oxford) is working with lithium miners, automakers and industry associations as well as battery component manufacturers who need to understand long-term supply aspects. Our insightful Lithium Triangle report for investors and stakeholders alike targets lithium market risks, opportunities and challenges, and investigates the South American lithium supply chain and trade flows to the rest of the world, from lithium brines and hydroxide production to precursor manufacturing and OEM production in the rapidly growing EV market.
Other battery metals and materials market reports
Explore other reports our clients use regularly.
Released each quarter, SFA's lithium price risk-focused report details short- to medium-term factors impacting the lithium carbonate and lithium hydroxide markets.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the lithium market and battery technologies out to 2040.
With high energy-intensive processes required to produce lithium hydroxide, SFA can help investors evaluate the sustainability of the lithium supply chain.
Significant long-term opportunities exist along the value chain as more supportive legislation drives EV growth, with greater awareness of ESG pressures.
China has the largest electric vehicle market in the world, so how can China co-exist with the rest of the world in this sector?
With high car ownership, dense cities, and the need to improve urban air quality, how can India adopt more electric vehicles and can city infrastructure cope?
European automakers need greater involvement in the battery supply chain to source raw materials and precursor components to improve supply security.
With Australia's abundance of battery raw materials, long-term challenges exist to develop its beneficiation strategy towards battery-grade precursor products.
Our quarterly price risk-focused report details factors impacting the lithium, nickel and cobalt markets for the next five years and future battery technology trends.
The SFA team completes a deep dive into the short- to long-term opportunities enabling the success of the electric vehicle rollout across supported regions.
SFA evaluates the long and complex life-cycle analysis of battery raw materials to improve the opportunities available for market stakeholders.
Released each quarter, SFA's nickel price risk-focused report details the factors impacting nickel intermediate products and refined nickel for the next five years.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the nickel market and battery technologies out to 2040.
SFA applies its ESG analytical rigour to the nickel market to better understand which players are leading and which are falling behind the decarbonisation roadmap.
Released each quarter, SFA's cobalt price risk-focused report details cobalt supply and demand impacting factors for the next five years.
As long-term cobalt supply is heavily reliant on Africa, it is imperative that SFA supports investors with unique ESG insights to assess cobalt's market competitiveness.